Creative Planning
INGM

Creative Planning’s Ingram Micro Holding INGM Stock Holding History

Creative Planning’s Portfolio INGM Stock Details INGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$978K Buy
41,964
+12,727
+44% +$277K ﹤0.01% 2486
2025
Q4 		$624K Buy
29,237
+1,711
+6% +$37.1K ﹤0.01% 2645
2025
Q3 		$592K Sell
27,526
-1,304
-5% -$26.5K ﹤0.01% 2564
2025
Q2 		$601K Buy
+28,830
New +$537K ﹤0.01% 2298

Other funds holding INGM

PEA
Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
LVIA
Lind Value II ApS Aarhus C, Denmark $451M AUM 17.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Creative Planning's INGM Position: Q1 2026 in Review

Creative Planning increased its Ingram Micro Holding (INGM) stake by 44% in Q1 2026, buying an estimated $277K and bringing the position to 41,964 shares worth $978K. The position accounts for ﹤0.01% of the portfolio, ranked #2486.

Creative Planning first reported a position in INGM in Q2 2025 and has held it in 4 quarters since. 172 funds tracked by Wall St. Rank hold INGM as of Q1 2026.

  • Creative Planning held 41,964 shares of Ingram Micro Holding worth $978K as of Q1 2026.
  • Creative Planning bought 12,727 Ingram Micro Holding shares in Q1 2026, an estimated $277K.
  • Ingram Micro Holding made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2486 holding.
  • Creative Planning first reported a position in Ingram Micro Holding in Q2 2025 and has held it in 4 quarters since.
  • 172 funds tracked by Wall St. Rank held Ingram Micro Holding as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.